Adding a Combo Box (Dropdown Menu) to a form

Step 1 - Choose the Combo Box feature

• Open the Forms Tab.
• Click on Combo Box.

Step 2 - Place the field on your PDF

You will see the outline for the combo box appear on your document. You can position it wherever you would like.

• Click anywhere in your file to place the box.
  • Hold down your left mouse button and drag the cursor to resize the field as you place it.

Step 3 - Set your Combo Box properties

This article will not go into detail about most options. Click here for a full list of all form field properties, including how to set up calculations for your dropdown.

• Switch to Edit Mode.
• Select the Combo Box.
• Click the Properties icon.

Step 4 - Choose Value List Option

• Open the Values Tab.
• Click on Set next to Options.

Step 5 - Add Values

You can add values to the list for your users. You can add the public-facing Name and customize the behind-the-scenes Value name.

• Click Add.
• Type your value name.
• Click anywhere else to confirm.
• Repeat until all values are added.

Step 6 - Edit Public Name and Value Name

The Name column is what your user will see. Under Value you can set a different value name for data purposes.

• Double-click on the name you want to update.
• Type into the box.
• Click anywhere else to confirm.

Step 7 - Confirm the new value list

• Click Apply to confirm your new list.

Step 8 - Test the Combo Box

• Switch to View mode.
• Click on the box.

Bonus Step - Deleting a value

• Click on the bin icon.

Bonus Step - Editable Value

If you are working with a Combo Box (Dropdown Menu) you can provide users the option to edit dropdown entries, adding their own.

• Toggle the switch next to Editable.

Bonus Step - Deleting a Combo Box

• Switch to Edit Mode.
• Right-click on your form field.
• Select Remove.

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